FFreedom in 10y
2025-10-08

Long term bull case intact 

 $AMD 20260821 370.0 CALL$ 

Even with current pricing on AMD, any purchase with 2-3years timeline, will still grant you 200% gain.


Look into the agreement between OpenAi and AMD, the warranty only start after the 1st Gigawatts deployment And it ends with AMD share at 600.


Meaning if you going to buy now, you gonna have blessing from OpenAi to make sure AMD last at 600 in few years time. Don't worry About OpenAi diluting our share. OpenAI need to make sure AMD grow to 1T market. 


600 is on the table. Buy AMD on any dip if you are long term investor and believer in AI revolution 

OpenAI Family Expanding: Is It A Blessing or A Curse?
OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.
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